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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,295 | $67,602-53.7% | $82,312-62.0% | $70,126-55.4% |
| Participation rate | 43.5% | 72.8%-29.3pp | 76.9%-33.4pp | 69.5%-26.1pp |
| Annual return | 15.12% | 21.57%-6.4pp | 25.88%-10.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,212 | $1,755-30.9% | $2,428-50.1% | $2,343-48.2% |
| Participant deferral / active EE | $974 | $2,987-67.4% | $3,706-73.7% | $3,332-70.8% |
| Admin fee / account holder | $1,762 | $4,512-60.9% | $5,608-68.6% | $4,645-62.1% |